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Investment Options

Investment Option #1: Balanced Income Pool
Asset allocation parameters are made up of the following Asset Classes: Domestic Equities with a total target of 49% with Large Cap Equities having a target of 40% and Small Cap Equities having a target of 9%; International Equities with a target of 8%; Fixed Income with a total target of 28% consisting of Domestic Fixed Income with a maximum target of 15.5%, Non-US Fixed Income with a target of 10% and High Yield Fixed Income with a target of 2.5%. Alternative Investments with a maximum target of 15% with Hedge Funds having a maximum target of 10% and Commodities/Managed Futures with a maximum target of 5%.

This Investment is considered prudently diversified and is best suited for longer-term investors with an investment horizon greater than 7 years.

Investment Option #2: Short Term Bond Fund
This is an option that would provide clients with liquidity and little risk of principal. This option consists of Fixed Income Short Duration Bonds using Barclays Capital 1-2 Year Treasury Index as the evaluation Benchmark.

Please note that the Administrative Assessment for Short Term or Pass Through Funds is 3%.These are Funds that receive and distribute gifts from donors to donees, leaving little or no principal in the Foundation. These Funds are usually maintained for a short period of time.

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